I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
Rob joined the firm in 2021. Prior to that, he was a First Vice President and Wealth Management Advisor with another top investment firm in the Baltimore area. Upon graduating from Calver Hall College Preparatory, he attended Mount St. Mary’s University in Emmitsburg, MD, where he majored in Economics and Business Administration. He holds both the Series 7 and Series 66 licenses as well as a Life & Health license.
Rob is actively involved in the Knights of Columbus while also helping his local parish, St. Leo the Great in downtown Baltimore through community outreach programs. Rob lives in Baltimore with his wife, Hanna and their daughter, Grace.